When is the submission deadline?

Submissions are due October 28, 2026. Questions must be submitted by October 13, 2026.

It was issued by North Harris County Regional Water Authority. The work is located in Texas, United States.

Who is a good fit for this opportunity?

Registered investment advisory firm with public-sector portfolio management experience. Expertise in governmental funds, debt-service accounts, reserves, and capital project investments. Knowledge of bond ordinances, trust indentures, loan agreements, and public-fund investment restrictions. Proven capabilities in cash-flow forecasting, portfolio analysis, benchmarking, and performance reporting. Experience serving government authorities or other institutional clients in Texas.

Investment Advisor Services (Due October 28, 2026)

Overview

Financial, Legal, HR & Staffing

Texas, United StatesPosted: September 29, 2026Deadline: October 28, 2026

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SUMMARY

A Texas government authority seeks an investment advisor to manage and monitor portfolios supporting operations, capital projects, debt service, reserves, and other financial obligations. Services include investment recommendations, cash-flow forecasting, compliance review, and performance reporting.

KEY REQUIREMENTS

Must be registered as an investment adviser with the U.S. Securities and Exchange Commission or appropriate state regulatory authority
Must be authorized to provide investment advisory services to public entities in Texas
Must acknowledge in writing that it will serve as a fiduciary to the Authority
Must have at least five years of experience providing investment advisory services to governmental entities
Must have demonstrated experience with Texas public entities subject to the Texas Public Funds Investment Act
Must employ personnel with relevant public-funds investment expertise and appropriate professional credentials (e.g., CFA, CPA, CIPM, CTP)
Must maintain errors and omissions, professional liability, and cyber liability insurance
Must be independent of broker/dealers, custodians, and investment pools, or fully disclose all affiliations and compensation arrangements
Must have no material disciplinary history, regulatory action, litigation, or conflict that would impair the firm's ability to provide services

CONTRACT DURATION

36 months

TIMELINE

RFP Issuance Date: September 25th, 2026

Questions from Proposers Due: October 13th, 2026

Proposals Due: October 27th, 2026

Potential Interview Date: November 5th, 2026

Consideration by Board to award contract: December 7th, 2026

QUESTION DEADLINE

October 13, 2026

Issuing Agency

North Harris County Regional Water Authority

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DESCRIPTION

The government authority in Texas is seeking investment advisor services to support the management of funds held in operating accounts, debt-service-related accounts, capital project funds, reserve funds, construction funds, and other accounts with varying investment horizons, liquidity needs, and restrictions. The funds support operating activities, capital improvement programs, debt service obligations, reserve requirements, and other restricted and unrestricted purposes.

The selected advisor may be asked to review investment restrictions contained in bond ordinances, trust indentures, loan agreements, reserve agreements, and other governing documents. The advisor will provide timely, independent recommendations concerning purchases, sales, maturities, reinvestment, and portfolio positioning, and assist staff with developing and periodically updating cash-flow forecasts.

The work will include identifying projected funding requirements for operating costs, debt service, capital expenditures, reserve requirements, and other obligations. Performance reporting is expected to address portfolio yield, benchmark yield, unrealized gains or losses, performance against applicable benchmarks, and portfolio allocation by investment type, issuer, maturity range, and credit quality. Questions must be submitted by October 13, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due October 28, 2026. Questions must be submitted by October 13, 2026.
Who issued this RFP?: It was issued by North Harris County Regional Water Authority. The work is located in Texas, United States.
Who is a good fit for this opportunity?: Registered investment advisory firm with public-sector portfolio management experience
Expertise in governmental funds, debt-service accounts, reserves, and capital project investments
Knowledge of bond ordinances, trust indentures, loan agreements, and public-fund investment restrictions
Proven capabilities in cash-flow forecasting, portfolio analysis, benchmarking, and performance reporting
Experience serving government authorities or other institutional clients in Texas

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Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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